4750 Worksheet Two

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1)Why would any Strategy Professor be so enamored with the 1997 letter to shareholders by Jeff Bezos

Hint: ask Perplexity

2) Think Deep – Bezos specifically mentioned what he (Amazon) would obsess on – when you think of "suppliers" to Amazon what supplier "group" was not put forth as super important to keep happy?

This is a very tough question – think carefully on all the suppliers to a business. Look back to Porter…think through that list.

3) Think Deep 2: Why would anyone (in this case, your instructor) purposely incorporate disjointed sentences and misspellings into his correspondence.

Very odd considering he has access to the finest AI and the best TA’s at HCOB.

4) ASML 2025 Annual Report

I have used the ASML annual report as a surrogate for the S-1 and 10K…to give the student broader “Strategic” knowledge that they can apply directly and currently to their lives.

This question has 12 answers…

Reference the May 19th class wide email heads-up

Name me 12 terms or acronyms you had never heard of before –

On a separate .pdf file then make sure you have defined these for your and upload

(specifically from pages 34-78)

Note: If you could not find 12 terms or acronyms that you had not heard of before then insert “Nothing New For Me”.

4.1 Term that you had never heard of or did not understand?

4.2 Term that you had never heard of or did not understand

4.3 Term that you had never heard of or did not understand

4.4 Term that you had never heard of or did not understand

4.5 Term that you had never heard of or did not understand

4.6 Term that you had never heard of or did not understand

4.7 Term that you had never heard of or did not understand

4.8 Term that you had never heard of or did not understand

4.9 Term that you had never heard of or did not understand

4.10 Term that you had never heard of or did not understand

4.11Term that you had never heard of or did not understand

4.12 Term that you had never heard of or did not understand.

Question 4 Definitions – Upload – please save as .pdf file before upload

Drag & Drop Files, Choose Files to Upload

Only .pdf files are excepted.

5) Focus on Supplier Power! Who has the power? Carl Zeiss or ASML? Explain why?

Hint: look at Risk factors on the ASML Annual Report

5) Focus on Buyer Power! Who has the power? ASML or their customers?

Hint How “Concentrated” are the “Buyers” – look back on Porters the buyers are concentrated.

6) What is the key defined risk in the ASML business model?

Hint: look at Risk factors on the ASML Annual Report

7) What is the "Purpose" of ASML?

Look under “Business Strategy”.

Disruption – It should keep the Executives at ASML up at night!

So is ASML too tough to face Disruption?

Look at xLight – TechNext went there in January.

Wow – so basically one firm OWNS the market in lithogrophy…but…Watchout for some pesky people thinking they can compete.

Let us use the material you have watched and read from Claton Christensen on Disruption to assist in answering questions 8, 9 and 10

8) Go to "Notion" click through to Clayton Christensen on disruption. What type of disruption via a competitor like xLight could in your humble opinion could "humble" ASML?

9) What is low-end disruption?

10) Why would an incumbent firm (even ASML) ignore the certain markets?

firm that of

Question 11 – 14 requires you to Watch the following videos that present a narrative of “Creative/Artistic” disruption.

Video Five – Seriously? Dad?

WebSite that goes with Video Four and Five

11) Why didn't Video Kill (Think Disruption) the "Radio Star"

12) What is happening to Snoop in video 3? Use terms from the info you have on disruption

13) What is Aerosmith trying to accomplish in video 2?

14) What is "The Business Model of ABBA" and why has it endured in a super trouper of an intensive competitive business?

Hint: Do you really think your grandchildren will know who the golly Olivia Rodrigo is? What does ABBA have?

Save and Resume Later

Disruption – It should keep the Executives at ASML up at night!

So is ASML too tough to face Disruption?

Question 11 – 14 requires you to Watch the following videos that present a narrative of “Creative/Artistic” disruption.

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